Leonteq Securities AG’s JPMorgan Chase JPM Stock Holding History

Leonteq Securities AG’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.55M	Buy	+20,000	New	+$6.21M	0.22%	79
2025 Q1	–	Sell	-25,000	Closed	-$5.99M	–	1293
2024 Q4	$5.99M	Buy	+25,000	New	+$5.82M	0.41%	51
2024 Q2	–	Sell	-42,500	Closed	-$8.51M	–	1251
2024 Q1	$8.51M	Sell	42,500 -10,000	-19%	-$1.8M	0.63%	31
2023 Q4	$8.93M	Sell	52,500 -7,500	-13%	-$1.14M	0.51%	42
2023 Q3	$8.7M	Sell	60,000 -10,000	-14%	-$1.5M	0.48%	50
2023 Q2	$10.2M	Hold	70,000	–	–	0.53%	45
2023 Q1	$9.12M	Buy	70,000 +60,000	+600%	+$8.22M	0.42%	46
2022 Q4	$1.34M	Buy	+10,000	New	+$1.27M	0.05%	254

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Leonteq Securities AG's JPM Position: Q2 2026 in Review

Leonteq Securities AG reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $593K and leaving 6,805 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #169.

Leonteq Securities AG first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $25.1M in Q3 2022. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Leonteq Securities AG held 6,805 shares of JPMorgan Chase worth $2.23M as of Q2 2026.
Leonteq Securities AG sold 1,911 JPMorgan Chase shares in Q2 2026, an estimated $593K.
JPMorgan Chase made up 0.08% of Leonteq Securities AG's portfolio in Q2 2026, its #169 holding.
Leonteq Securities AG first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
Leonteq Securities AG's JPMorgan Chase position peaked at $25.1M in Q3 2022.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.